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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,538 | $99,017-78.2% | $86,587-75.1% | $147,585-85.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.99% | 1312.37%-1303.4pp | 964.86%-955.9pp | 578.56%-569.6pp |
| Employer contribution / active EE | $1,987 | $3,132-36.5% | $2,839-30.0% | $4,876-59.2% |
| Participant deferral / active EE | $896 | $3,972-77.4% | $3,609-75.2% | $5,439-83.5% |
| Admin fee / account holder | $15,589 | $5,710+173.0% | $4,906+217.8% | $10,885+43.2% |